Purchases and Sales Made in Q3 2023 in Ishares Short Term National Mu (SUB)

SUB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Short Term National Mu (SUB) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES SHORT-TERM NATIONAL MU.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 10, 2023 Q3 2023
Henrickson Nauta Wealth Advisors, Inc.

Belmont, MI
BUY
 -
2.25K
New
$232K - $235K
2.25K $237K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2.24K
+ 22.72%
$230K - $233K
12.1K $1.27M
Oct 25, 2023 Q3 2023
Arkansas Financial Group, Inc.

BUY
 -
2.22K
+ 1.64%
$228K - $231K
137K $14.5M
Oct 11, 2023 Q3 2023
Northeast Financial Group, Inc.

Tannersville, PA
BUY
 -
2.2K
+ 16.07%
$226K - $229K
15.9K $1.67M
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
2.15K
New
$221K - $224K
2.15K $227K
Oct 10, 2023 Q3 2023
Rockwood Wealth Management, LLC

New Hope, PA
BUY
 -
2.13K
+ 1.83%
$219K - $222K
119K $12.5M
Oct 18, 2023 Q3 2023
Morton Brown Family Wealth, LLC

BUY
 -
2.11K
+ 2.92%
$217K - $220K
74.5K $7.85M
Nov 07, 2023 Q3 2023
Eagle Strategies LLC

New York, NY
BUY
 -
2.11K
New
$216K - $219K
2.11K $222K
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
2.1K
New
$216K - $219K
2.1K $221K
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
2.03K
New
$209K - $211K
2.03K $214K
Oct 27, 2023 Q3 2023
Hudson Valley Investment Advisors Inc

BUY
 -
2K
+ 74.07%
$206K - $209K
4.7K $495K
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
2K
+ 3.41%
$206K - $208K
60.7K $6.39M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.95K
+ 20.92%
$201K - $204K
11.3K $1.19M
Oct 13, 2023 Q3 2023
Seaside Wealth Management, Inc.

Carlsbad, CA
BUY
 -
1.95K
+ 3.78%
$200K - $203K
53.5K $5.64M
Nov 14, 2023 Q3 2023
Stone House Investment Management, LLC

BUY
 -
1.93K
+ 31.89%
$199K - $202K
8K $843K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.92K
New
$197K - $200K
1.92K $202K
Oct 24, 2023 Q3 2023
Clearwater Capital Advisors, LLC

BUY
 -
1.92K
+ 4.33%
$197K - $200K
46.1K $4.86M
Nov 13, 2023 Q3 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
1.87K
+ 28.34%
$192K - $195K
8.47K $893K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.86K
+ 3.07%
$191K - $194K
62.5K $6.59M
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
1.83K
+ 55.54%
$188K - $190K
5.11K $538K
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
1.82K
+ 1.88%
$187K - $189K
98.2K $10.4M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
1.81K
+ 2.31%
$186K - $189K
80.1K $8.44M
Oct 31, 2023 Q3 2023
First American Trust, Fsb

BUY
 -
1.8K
+ 7.62%
$185K - $187K
25.4K $2.67M
Nov 07, 2023 Q3 2023
Austin Private Wealth, LLC

BUY
 -
1.79K
+ 3.48%
$184K - $187K
53.4K $5.62M
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
1.78K
+ 3.05%
$183K - $185K
59.9K $6.31M
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
1.77K
+ 29.16%
$182K - $184K
7.82K $824K
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
1.69K
+ 2.22%
$173K - $176K
77.6K $8.17M
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.64K
+ 53.88%
$169K - $171K
4.68K $493K
Oct 16, 2023 Q3 2023
Naples Global Advisors, LLC

Naples, FL
BUY
 -
1.54K
+ 7.32%
$158K - $161K
22.6K $2.38M
Nov 13, 2023 Q3 2023
Peninsula Wealth, LLC

San Francisco, CA
BUY
 -
1.52K
+ 17.43%
$156K - $158K
10.2K $1.08M
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
1.48K
+ 15.13%
$152K - $154K
11.2K $1.18M
Oct 10, 2023 Q3 2023
Safir Wealth Advisors, LLC

BUY
 -
1.44K
+ 8.42%
$148K - $150K
18.5K $1.95M
Oct 10, 2023 Q3 2023
Evensky & Katz LLC

BUY
 -
1.44K
+ 10.56%
$148K - $150K
15.1K $1.59M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
1.36K
+ 59.5%
$140K - $142K
3.65K $385K
Oct 30, 2023 Q3 2023
Bernardo Wealth Planning LLC

BUY
 -
1.32K
+ 23.49%
$136K - $138K
6.94K $731K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
1.31K
+ 1254.81%
$134K - $136K
1.41K $148K
Oct 19, 2023 Q3 2023
Scott Capital Advisors, LLC

BUY
 -
1.3K
+ 13.86%
$133K - $135K
10.7K $1.12M
Oct 10, 2023 Q3 2023
Omega Financial Group, LLC

BUY
 -
1.3K
+ 5.19%
$133K - $135K
26.3K $2.77M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
1.24K
+ 5.43%
$127K - $129K
24K $2.53M
Oct 10, 2023 Q3 2023
Iam Advisory, LLC

BUY
 -
1.23K
+ 14.11%
$126K - $128K
9.91K $1.04M
Nov 13, 2023 Q3 2023
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
1.22K
+ 12.35%
$125K - $127K
11.1K $1.16M
Oct 27, 2023 Q3 2023
Williams Financial, LLC

Bennington, VT
BUY
 -
1.22K
+ 2.59%
$125K - $127K
48.1K $5.06M
Oct 11, 2023 Q3 2023
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
1.2K
+ 1.12%
$123K - $125K
108K $11.4M
Oct 12, 2023 Q3 2023
Mayflower Financial Advisors, LLC

BUY
 -
1.15K
+ 2.52%
$118K - $120K
46.9K $4.94M
Oct 19, 2023 Q3 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
1.14K
+ 23.95%
$117K - $119K
5.89K $620K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
1.1K
New
$113K - $115K
1.1K $116K
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
1.08K
+ 8.21%
$111K - $112K
14.2K $1.49M
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1.06K
+ 0.99%
$109K - $111K
108K $11.4M
Nov 08, 2023 Q3 2023
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
1.04K
+ 3.31%
$107K - $109K
32.6K $3.43M

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